Portfolio Analyst

3 weeks ago


Dublin, Dublin City, Ireland The Panel Full time
Overview

The Panel is working exclusively with a niche investment manager to source a Portfolio Analyst to join their small team in Dublin. The role requires someone with 2-4 years with attribution, investment performance and/or risk analysis experience with an interest in being mentored by a senior member of the team. The successful candidate will have the opportunity to work in a dynamic environment, collaborating with various teams across the firm to drive investment performance and risk analysis.

Role & responsibilities
Portfolio Analysis
  • managing production of standard and bespoke attribution report
  • understanding and explaining investment performance via attribution
  • Producing and analysing style and fundamentals analysis on portfolios
  • Producing portfolio analysis on peers to support commercial analysis
Investment
  • Ad-hoc portfolio analysis for investment team
  • Providing analysis tailored to style requirements
  • Reporting and presentation of information including data visualisation output
  • Ensuring accurate data management
Investment Risk
  • Risk Analysis
  • Risk Models (Barra, Port, FactSet)
  • Support for Head of Investment Risk
Requirements
  • Degree qualified with strong numeracy requirements, achieving at least a 2.1 classification.
  • 2-4 years experience in performance analysis & attribution in investment management
  • Ability to automate processes, structured communication skills, and effective stakeholder engagement.
  • Self starter who can work on their own initiative
  • Team player, engaging and keen to develop strong working relationship with the local and international teams

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